Consulting

Small to Enterprise business can all benefit from CRM. Rely on the experts at San Diego CRM to help you select the right CRM application or platform for your needs. In addition to CRM implementation planning, we can help your organization with best practices, administration techniques and rolling CRM out to your Sales, Marketing, Support and Administrative Staff.

Deployment

San Diego CRM has experience deploying CRM applications to a variety of industries. Insuring that users understand how to utilize the vast resources and features of the CRM application is a core competency at San Diego CRM. We understand why implementations can fail and provide you the tools, resources and training to insure that your deployment is a monumental success.

Customization

No two organizations are alike. As such no two CRM implementations need to be alike. From simple screen layout and field modifications to building complete custom applications and custom Force.com Triggers or S-Controls, San Diego CRM has the experienced development staff to insure your vision can become reality.

Integration

San Diego CRM offers integration development for companies who need to insure that data is put into their systems only once and shared among their applications including Salesforce.com. We know that just about every implementation requires data extraction from legacy applications, normalization and then import into the new CRM. Our staff is skilled in all aspects of this process. Due to our deep knowledge of industry CRM applications and database technologies we are uniquely capable of getting you back into business with all data intact. Look to San Diego CRM to provide seamless solutions for your CRM integration needs.

Training

Your CRM ROI depends on complete and accurate usage. We provide consistent and tailored training for every facet of CRM usage. Whether for an existing system, as part of system implementation, or tied to changes or additions, San Diego CRM staff can help. In addition, our methodology revolves around 360 degree staff involvement in any implementation. SME’s from all business areas are included on design and implementation team to ensure ‘buy in’ from all departments and to allow training to commence on Day 1 of the project.